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Morgan Creek Capital Management, LLC
Digital Currents brings listeners engaging content from the venture capital industry with an emphasis on blockchain, artificial intelligence and big data. In each episode Morgan Creek Digital General Partners and co-hosts Mark Yusko, Xavier Segura and Sachin Jaitly explore the exciting areas of the digital ecosystem accompanied by expert guests from Morgan Creek’s expansive global network.
Total 71 episodes
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ABCD Roundup: BTC eyes $100k, JPM & Mastercard Partner on Blockchain Cross-Border Payments

ABCD Roundup: BTC eyes $100k, JPM & Mastercard Partner on Blockchain Cross-Border Payments

This week, we discuss BTC's continuing march to $100k and the impact of leverage on price. We also take a deep dive into what has made MicroStrategy one of the best-performing stocks since 2020. In addition, we chat about the latest $50 billion valuation of Elon Musk’s xAI, achieved in just 16 months. Lastly, we cover Mastercard and JPMorgan's integration of payment networks using blockchain and spotlight the top ten crypto movers post-election in the chart of the week. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]  
54:0822/11/2024
ABCD Roundup: Crypto’s Regulatory Reset and the Bold BITCOIN Act

ABCD Roundup: Crypto’s Regulatory Reset and the Bold BITCOIN Act

In this ABCD Roundup, we explore the crypto industry's optimism following a new U.S. government administration, Red Hat’s acquisition of Neural Magic for hybrid AI optimization. Lastly, we analyze the BITCOIN Act proposing a U.S. Bitcoin reserve, highlighting its potential economic impact and the financial complexities surrounding its implementation. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
54:4115/11/2024
Embracing the Digital Age: Observations from Travel to the Middle East and Asia

Embracing the Digital Age: Observations from Travel to the Middle East and Asia

In this special episode of Digital Currents, Mark and Xavier discuss their recent travels to Asia and the Middle East, providing insights on how these regions plan to expand their footprint in the digital ecosystem. They talk about trends such as Saudi Arabia’s 2030 plan, updated regulations, and the increased importance of developing local talent in these areas. Join us as we dissect these exciting topics. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
59:5614/11/2024
ABCD Roundup: The 2024 US Election's Impact on Crypto and AI

ABCD Roundup: The 2024 US Election's Impact on Crypto and AI

In this week's ABCD Roundup, we unpack the 2024 US election's impact on crypto and AI with a strategic bitcoin reserve, crypto council and US mining investments all being proposed. We also shed light on how big tech is beginning to respond. In addition, we delve into Google’s newest AI center in Saudi Arabia, Coatue Management’s $1 billion fund for AI, and Anthropic’s partnership with Palantir and AWS to use Claude AI in secure government environments— underscoring AI’s potential role in national security. Tune in as we explore the potential implications of these advancements on technology, security, and the economy. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
52:0908/11/2024
Empowering Web3: Outlier Ventures, Jamie Burke, and the LATAM Base Camp

Empowering Web3: Outlier Ventures, Jamie Burke, and the LATAM Base Camp

In this episode, we explored Outlier Ventures’ impact on the Web3 ecosystem, joined by their founder Jamie Burke, and our shared vision for a decentralized internet. Since 2014, Outlier Ventures has supported over 300 startups, raising hundreds of millions through their Base Camp accelerators and partnerships with leading Web3 protocols like Aptos, Filecoin, and Polygon. We also dive into the LATAM Base Camp, a collaboration of Morgan Creek Digital and Outlier Ventures to empower Latin American Web3 startups in fintech, e-commerce, and gaming. Learn why LATAM’s rapid adoption of digital assets makes it an ideal testbed for decentralized finance and how Outlier Ventures plans to expand this model globally. Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
01:00:0407/11/2024
ABCD Roundup: A New Crypto Record:  From Tokenized Treasuries to AI Data Centers

ABCD Roundup: A New Crypto Record: From Tokenized Treasuries to AI Data Centers

his week’s ABCD Roundup covers the largest crypto acquisition in history with Stripe reported to acquire Bridge for $1.1 Billion. Meta and Microsoft’s advancing AI infrastructure objectives amid investor caution, KKR and Energy Capital Partners funding data centers to meet AI's energy demands, and Abu Dhabi firms launching a tokenized U.S. Treasuries fund. Further, we discuss Galaxy Digital’s Q3 crypto report highlighting venture investment.   Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
59:0501/11/2024
Clean Energy Mining: Bridging Bitcoin to Climate Finance

Clean Energy Mining: Bridging Bitcoin to Climate Finance

Bitcoin mining has long been criticized for its energy consumption and carbon footprint. With growing concerns about the environmental impact of the Proof of Work process, the digital asset community has seen a heightened focus on finding ways for Bitcoin to align with the global sustainability goals of investors, corporations, and governments. The Sustainable Bitcoin Protocol (SBP) is an initiative that seeks to make Bitcoin mining more environmentally responsible by verifying and incentivizing the use of renewable energy sources. SBP aims to address this pressing issue by enabling miners to monetize their use of sustainable energy sources, thereby promoting green practices within the industry. Join Mark and the Sustainable Bitcoin Protocol team as they discuss topics such as the Sustainable Bitcoin Certificate, sustainability as an investable asset, and the future of clean energy development in digital assets. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
56:1129/10/2024
ABCD Roundup: AI on the Rise, Ethereum on the Verge

ABCD Roundup: AI on the Rise, Ethereum on the Verge

In this ABCD roundup, we discuss the expanded partnership between OpenAI and Bain & Co., which aims to tailor AI solutions for industries like retail and life sciences. Next, we cover Microsoft's UAE AI National Skills Initiative, a large-scale effort to upskill 100,000 government employees, supporting the UAE’s ambitions to become a global AI hub. On the blockchain front, we dive into Ethereum’s future with co-founder Vitalik Buterin’s plan to hit 100,000 TPS using Layer 2 rollups, alongside the upcoming "The Verge" upgrade. This upgrade aims to make Ethereum more secure and accessible by enabling nodes to run on smaller devices, such as phones, through "stateless verification." Finally, we examine IBM’s Q3 2024 results, highlighting its $15 billion in revenue and strong performance in generative AI and software growth. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
50:4425/10/2024
AI Takes Center Stage: Nobel Honors

AI Takes Center Stage: Nobel Honors

Join us for this week’s episode of ABCD Roundup, where we dive into the latest transformative developments in AI, blockchain, chips, and data. We spotlighted the recognition of AI at the 2024 Nobel Prizes, highlighting the pivotal contributions of Geoffrey Hinton and John Hopfield in physics. We also discussed the booming interest in crypto ETFs among younger investors, Elon’s unveiling of Tesla’s RoboTaxi, and the SEC's intensified regulatory actions against firms like Cumberland DRW.  Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
51:4711/10/2024
AI's Billion-Dollar Moves and Blockchain Shakeups: Navigating Market Shifts

AI's Billion-Dollar Moves and Blockchain Shakeups: Navigating Market Shifts

In this episode, we explored OpenAI’s monumental $157 billion valuation following its $6.6 billion fundraising and the strategic implications of restructuring its governance model. We also cover Cerebras' IPO filing as the AI chipmaker prepares to challenge Nvidia's dominance in the market. On the blockchain front, we discussed the latest developments in the Bitcoin market and how short-term holders can react to global geopolitical tensions. Finally, we reviewed trends in high-performance computing and AI infrastructure. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
50:2604/10/2024
Sam Altman’s Big Payday, Salesforce’s AI Bet, and Bitcoin Options Approved

Sam Altman’s Big Payday, Salesforce’s AI Bet, and Bitcoin Options Approved

This ABCD roundup explores OpenAI's restructuring to a for-profit model, including CEO Sam Altman’s new equity stake and potential AI safety concerns, as well as Salesforce's strategic AI acquisitions. We also highlight PayPal's recent expansion into cryptocurrency services for businesses, the approval of Bitcoin options, and significant Ethereum outflows. Remember To Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
48:3427/09/2024
Huge Fed Rate Cuts & What They Mean for Crypto

Huge Fed Rate Cuts & What They Mean for Crypto

n this week's ABCD Roundup, we explore the broader market impact of the long-awaited 50 bps rate cut by the Fed, including its effect on Bitcoin and financial markets. We also discuss Blockdaemon’s plans for a 2026 IPO as the blockchain infrastructure provider expands in Asia. Join us as we explore these key intersections of technology, finance, and governance. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected]
51:5120/09/2024
Unpacking the Future of Crypto Lending with Dhruv Patel of Arch Lending

Unpacking the Future of Crypto Lending with Dhruv Patel of Arch Lending

Join us for an insightful conversation with Dhruv Patel, CEO of Arch Lending, as we explore how the company is focused on disrupting decentralized finance with a suite of services that include flexible crypto-backed loans, lending solutions, and risk management tools designed to unlock liquidity for digital asset holders and owners of early-stage tech startups. In this episode, Dhruv dives into the company’s vision of bridging traditional and digital finance, the firm’s commitment to providing transparent and secure lending products, and how they seek to empower investors in crypto assets. Tune in to discover how Arch Lending targets the intersection of blockchain technology and lending. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a team member or sign up for additional content, please email [email protected].
49:5113/09/2024
Building Safe AI and the Future of Digital Transformation: A Billion-Dollar Bet on Superintelligence

Building Safe AI and the Future of Digital Transformation: A Billion-Dollar Bet on Superintelligence

Join us as we explore Ilya Sutskever’s $1 billion raise for his venture, Safe Superintelligence (SSI), aimed at creating AI models that align with human values, Applied Digital’s stock movement following a $160 million funding deal with Nvidia, and Bitcoin's continued struggle amid macroeconomic uncertainties. We then delve into Nvidia’s groundbreaking GH200 chips, which are setting new performance benchmarks in European supercomputing. Finally, catch the chart of the week, highlighting the market potential of tokenizing assets.   Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
42:5606/09/2024
Summer Groundhog Day – Are Interest Rates Predicting a Crypto Rise?

Summer Groundhog Day – Are Interest Rates Predicting a Crypto Rise?

In this ABCD Roundup, we dive into three critical tech and finance stories shaping the global landscape: NVIDIA’s sovereign AI microservices, the legal woes of Telegram CEO Pavel Durov, and the evolving dynamics of the Bitcoin ETF market. NVIDIA’s new microservices, including localized language models for Japan and Taiwan, signal a significant shift towards culturally nuanced AI that aligns with regional values and laws, challenging the one-size-fits-all approach of global AI models. Next, we explore Durov’s legal battle in France, raising pivotal questions about platform responsibility, encryption, and regulatory compliance, with potential global implications for how governments manage encrypted messaging services. Finally, we analyze the competitive landscape of BTC spot and futures ETFs, highlighting the battle for market share as institutional players race to capitalize on this growing frontier. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
56:1330/08/2024
Political Football: AI & Crypto Regulation

Political Football: AI & Crypto Regulation

In this ABCD Roundup episode, Xavier and Mark focus on the latest US AI regulation bill from California and OpenAI's response. Additionally, the episode explores current BTC and VC market trends. We also wish our astronauts a safe trip home as AI may be the key. Finally, we close out with an examination of Crypto SEC caseloads and what it signals for the state of regulation and the election in our chart of the week.    Remember to Stay Current!   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
47:0823/08/2024
State of Play: What US BTC Activity May Signal and the Current State of Venture Capital

State of Play: What US BTC Activity May Signal and the Current State of Venture Capital

In this ABCD Roundup, we discuss the U.S. government's recent transfer of 10,000 Bitcoin, examining its impact on market volatility and the potential broader implications for national economic strategies. We also recap recent 13F filings including filings from Goldman Sachs that reveal surprising shifts towards Bitcoin ETFs. In addition, we comment on the U.S. venture capital market during the 1st half of 2024 and conclude with BTC and stable coin trends for our chart of the week.   Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
40:1616/08/2024
ABCD News Roundup 08.7.2024: AI Power Ranking: As Intel Fades, Is NVIDIA Next, And Can Groq Come Out On Top?

ABCD News Roundup 08.7.2024: AI Power Ranking: As Intel Fades, Is NVIDIA Next, And Can Groq Come Out On Top?

In this week's Digital Currents weekly roundup, Mark and Xavier analyze a tumultuous weekend for equities and crypto. The duo also talks about Google’s anti-trust case, Intel’s continuing woes, and the surging amount of big tech capital expenditures going to Nvidia in the Chart of the Week. Plus, what does Groq’s latest $640M round mean for AI incumbents? Join us as we discuss these topics and more. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
55:4608/08/2024
From Code to Coverage: Zuhayr’s Journey from Algorithmic Trading to Insurtech Innovation

From Code to Coverage: Zuhayr’s Journey from Algorithmic Trading to Insurtech Innovation

From Code to Coverage: Zuhayr’s Journey from Algorithmic Trading to Insurtech Innovation In this episode, we dive into the transformative world of decentralized technologies with Zuhayr Rashid from Infineo. In this episode, Zuhayr recounts his journey from learning about Bitcoin in university to founding Infineo, a startup seeking to digitize life insurance by minting $9 million worth of policies on the Provenance Blockchain. We explore the implications of this innovation for the industry, the benefits of blockchain technology in enhancing transparency and efficiency, and what this means for the future of insurance. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
52:0607/08/2024
ABCD News Roundup 08.2.2024

ABCD News Roundup 08.2.2024

In the latest Digital Currents weekly roundup, Mark and Xavier pull the thread on some of the recent crypto and teach headlines. They review areas such as the financial burden of the AI arms race, Bitcoin’s influence on the U.S. election, and the U.S. VC fundraising trend in the Chart of the Week. Join us as we explore these topics and more. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
57:0802/08/2024
The Shift from Trust to Truth: A Conversation with Mike Cagney of Figure Technologies

The Shift from Trust to Truth: A Conversation with Mike Cagney of Figure Technologies

On our latest episode of Digital Currents, hosts Mark Yusko and Xavier Segura welcome back recurring guest Mike Cagney, co-founder and CEO of Figure Technologies, to talk about the current state of the digital ecosystem. The group discusses topics such as Figure Markets, the blockchain push into the private credit market, and the future of crypto regulation worldwide. They also comment on why so many groups have identified the Middle East as a key region for Web 3 growth. Join us as we dive into these exciting topics and more. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
01:01:2430/07/2024
ABCD News Roundup 07.26.2024

ABCD News Roundup 07.26.2024

In this episode of the Digital Currents weekly roundup, Mark and Xavier return from time spent overseas to catch up on the latest headlines in the digital ecosystem. They discuss topics such as the recent slide of AI stocks, the Bitcoin 2024 Conference, and the steady rise of semiconductor usage in our Chart of the Week. Join us as we look back on the past two weeks of exciting ABCD subjects. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected].
41:3626/07/2024
Product Talk | Digital Currents: Decoding the Product Management Journey, Xavier's Trail in Tech's Evolution

Product Talk | Digital Currents: Decoding the Product Management Journey, Xavier's Trail in Tech's Evolution

"Product Talk" is a podcast hosted by SC Moradi, founder and chair of Products That Count. In a captivating episode, Xavier Segura, a general partner at Morgan Creek Digital, shares insights into his career journey, from innovation as a technology operator to managing investments as an early-stage venture investor. Learn more about your Digital Currents Host and how his experience at AppNexus, a Silicon Alley company, shed light on the challenges of newcomers competing against incumbent industry giants like Google and Facebook, and his exploration of fintech and mobile tech startups. Xavier discusses his decision to reinvest in himself from product manager to investor, pursue business school, and launch a venture fund. Xavier and SC Moradi also talk about several tech trends including the evolving cloud revolution, data security challenges, the potential of blockchain technology and the implications of AI. In addition, Xavier explores the potential return of on-premises data centers, driven by the desire of companies to own and protect their proprietary data sets, increased computing power, and AI usage. The hosts further highlight the importance of diversity of thought in AI training sets. "Product Talk" offers valuable insights and experiences for product managers, aspiring professionals, and anyone interested in the dynamic world of product development. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
39:0418/07/2024
Learn How Hex Trust is Bridging TradFi and The New Global Decentralized Economy: The Value of Passion, Persistence and Thorough Research

Learn How Hex Trust is Bridging TradFi and The New Global Decentralized Economy: The Value of Passion, Persistence and Thorough Research

In this episode of Digital Currents, host Xavier Segura chats with Calvin Shen, a managing director at Hex Trust. Calvin shares his journey from traditional finance to the forefront of Web3, the strategic decisions behind Hex Trust's international expansion to Dubai and beyond, and the importance of regulatory compliance in the digital asset space. The conversation highlights the challenges and opportunities in the crypto sector, emphasizing the value of passion, persistence, and thorough research. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
01:04:4512/07/2024
Around the World With Morgan Creek Digital

Around the World With Morgan Creek Digital

In this episode, GP Xavier Segura details an upcoming trip he and fellow GP Sachin Jaitly are taking to the Middle East and Southeast Asia. These two regions lead the charge in Web 3 innovation, specifically AI, Blockchain, Chips, and Big Data. He quickly highlights some interesting market stats, use cases, and portfolio companies that are developing in these regions. Join the team as they embark on this exciting journey. Make sure to stay tuned as we bring you more content from their travels in the weeks that follow. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
22:2305/07/2024
O6.28.2024 ABCD Roundup: Ex-Googlers Develop Specialized Chip for Language Models, Telegram Advances its Decentralization Efforts via Token, and Mt. Gox’s Long-Awaited Repayments are Upon Us.

O6.28.2024 ABCD Roundup: Ex-Googlers Develop Specialized Chip for Language Models, Telegram Advances its Decentralization Efforts via Token, and Mt. Gox’s Long-Awaited Repayments are Upon Us.

In this week’s edition of the ABCD Roundup, we dive into new AI benchmarks, including Anthropic's Claude 3.5 Sonnet’s outpacing of GPT-4 and Groq’s first Language Processing Unit (LPU) that is designed to provide efficiency and scalability comparable to the specialized chip designs of behemoth, Nvidia. In the world of blockchain, we cover the early impact of the Runes protocol on the Bitcoin network and the significant market impacts of the upcoming Mt. Gox repayments. Finally, we explore Europe's surge in public funding for quantum technologies. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
56:0628/06/2024
06.21.2024 ABCD Roundup: Perplexity AI’s Predicament, Stablecoins and Semiconductors

06.21.2024 ABCD Roundup: Perplexity AI’s Predicament, Stablecoins and Semiconductors

Welcome to the ABCD Weekly Roundup, your podcast for the latest insights and analyses on AI, Blockchain, Chips, and Data. This week we explore Perplexity AI's quest to rival Google amid scrutiny over its business practices and the integration of AI into mobile phones and telecom networks with the goal of enhanced efficiency. We also discuss Circle CEO Jeremy Allaire's prediction that stablecoins could comprise 10% of global economic money in the next decade (illustrated by our Chart of the Week segment) and ARK's focus on potentially transformative innovations in AI, robotics, and more. Plus, we dive into the forecasted expansion of global semiconductor fab capacity driven by AI demand. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
54:5921/06/2024
06.14.2024 ABCD News Roundup Fortune 100’s Blockchain Blitz and AI Gold Rush

06.14.2024 ABCD News Roundup Fortune 100’s Blockchain Blitz and AI Gold Rush

Join us as we explore the latest developments in Artificial intelligence, Blockchain, Computing infrastructure, and Data. In this episode, we discuss Amazon's $230 million investment in generative AI startups and Apple's strategic partnership with OpenAI, bringing ChatGPT capabilities to its millions of iOS users. We also cover topics including SEC Chair Gary Gensler's recent comments about ether ETFs, Fidelity International's tokenization of money market fund shares using JPMorgan's blockchain, and Coinbase reporting a 39% year over year growth of Fortune 100 cryptocurrency and blockchain projects in Q1 of 2024. Rember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]
40:5214/06/2024
06.07.2024 ABCD Roundup

06.07.2024 ABCD Roundup

Join us for this week’s ABCD roundup, where we examine recent technological developments across the private and public markets. In this episode, we discuss BTC’s price movement towards its prior all-time high and Robinhood’s acquisition of crypto exchange Bitstamp. We also cover Quantinuum's breakthrough 56-qubit quantum computer. Our Chart of the Week shows Nvidia surpassing Apple to join the $3 trillion club, now trailing just behind Microsoft. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital. To speak to a member of our team or sign up for other content, please email [email protected]  
49:3307/06/2024
Can Musk’s xAI Topple the Giants? Could Digital Assets Shape the 2024 Election?

Can Musk’s xAI Topple the Giants? Could Digital Assets Shape the 2024 Election?

Join us as we discuss the latest and most impactful news in AI, blockchain technology, computing infrastructure and data across public and private markets. In this ABCD Roundup, we explore Elon Musk's bold move with xAI, securing $6 billion to rival OpenAI, and analyze the EU's new office enforcing the landmark AI Act. We also discuss the impressive recovery of $2.18 billion in digital assets for Gemini Earn users, and the growing interest in cryptocurrencies among American voters ahead of the 2024 US Election. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
55:4631/05/2024
05.24.2024 ABCD Roundup: US Spot ETH ETFs Initially Approved, House Support For FIT21 and NVIDIA’s record growth

05.24.2024 ABCD Roundup: US Spot ETH ETFs Initially Approved, House Support For FIT21 and NVIDIA’s record growth

In this roundup, we share breaking news on the initial approval for Spot Ethereum ETF applications and discuss the newly passed U.S. House crypto regulation bill, which will now face the Senate. We also delve into Nvidia's record-breaking quarter, increasing its revenue 3-fold. Join us for an insightful analysis of these cutting-edge developments and Remember to Stay Current! Chart of the Week: VC Funding into Global Crypto Startups and US Mega Round Funding. Excerpted from Inside VC (May 22) To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
45:1024/05/2024
05.17.2024 ABCD Roundup: AI Advancements, Blockchain Signals and Tik Tok

05.17.2024 ABCD Roundup: AI Advancements, Blockchain Signals and Tik Tok

In this episode of ABCD Roundup, we explore the latest Gen AI launches: Open AI’s Chat GPT-4o and Gemini 1.5 Flash. In blockchain news, we examine the latest BTC price signals, ETF inflows and 13F filings. We also discuss recent news about TikTok.   Chart of the Week: Can Equities Pass the Baton from Valuations to Earnings?   Tune in and remember to Stay Current!   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
49:5317/05/2024
05.10.2024 ABCD Roundup: The AI Apex, Regulatory Rumbles, and Semiconductor Shifts

05.10.2024 ABCD Roundup: The AI Apex, Regulatory Rumbles, and Semiconductor Shifts

Explore the latest developments in Artificial Intelligence, Blockchain, Computing Infrastructure and Data in this week’s ABCD Roundup. In this episode, we discuss Mistral AI's ambitious funding round that is poised to reach a $6 billion valuation, regulatory scrutiny looming over Robinhood's crypto token listings, forecasts predicting a tripling of U.S. semiconductor manufacturing by 2032, and more. Tune in and remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
43:3810/05/2024
From Shakespeare to Satoshi: It's All About Storytelling | Tony Edward's Insights into Crypto

From Shakespeare to Satoshi: It's All About Storytelling | Tony Edward's Insights into Crypto

In this episode, Tony shares his journey from growing up in Guyana to immersing himself in the technology scene of New York, leading to his fascination with crypto and Blockchain, and eventually founding his podcast in 2016. Reflecting on the changing landscape of the industry, Tony discusses the increased mainstream acceptance of cryptocurrency and the evolving strategies that are driving awareness and education.  The conversation delves into insights from his book (Re)Thinking Crypto, covering a range of topics like the rise of safer digital assets post-FTX crash, the regulatory clarity needed, and trends such as the tokenization of real-world assets shaping the future of the market. Throughout, Tony emphasizes the importance of education, distinguishes bad actors from the underlying technology, and draws parallels between historical financial crises and crypto’s challenges.  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
53:1306/05/2024
05.03.24 ABCD Roundup: The Tech Nexus— Where AI, Blockchain, and Computing Converge

05.03.24 ABCD Roundup: The Tech Nexus— Where AI, Blockchain, and Computing Converge

Today we discuss Bitcoin’s post halving dip and Anthropic's competitor to ChatGPT, Claude. Further, we dive into Microsoft's $1.7 billion investment in Indonesia's AI and cloud infrastructure. We also discuss Coinbase's integration of the Lightning Network for faster payment rails, and the potential for US stablecoin legislation. In addition, we chat about Texas Instruments' revenue forecasts, Samsung’s operating profit performance and Intel’s launch of the largest-ever AI neuromorphic computer' mimicking the human brain. Lastly, we discuss the US Bureau of Labor Statistics’ recently released labor report. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
48:2303/05/2024
04.26.24 ABCD News Roundup: AI, Blockchain, Computing and Data Headlines

04.26.24 ABCD News Roundup: AI, Blockchain, Computing and Data Headlines

In this episode, we delve into the latest headlines shaping the realms of artificial intelligence, blockchain, and computing infrastructure. We explore Meta's release of its Llama 3 AI model, Rubrik’s IPO and Perplexity’s recent fundraising. Further, we analyze whether M&A activity is rebounding with NVIDIA’s latest acquisition of Run.AI. Last, we discuss Bitcoin in the chart of the week and what it may signal for the coming post halving cycle. Join us as we navigate through the intersections of technology, investment, and global trends shaping our digital future. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
41:2526/04/2024
 From Cypherpunk to CEO: Adam Back’s Trailblazing Path in Cryptography

From Cypherpunk to CEO: Adam Back’s Trailblazing Path in Cryptography

Join us in a discussion with Adam Back, a trailblazer in the world of cryptography and the evolution of blockchain technology. In this episode of Digital Currents, Adam delves into his early days of creating Hashcash, his interaction with Bitcoin's mysterious founder(s), under the pseudonym of Satoshi Nakamoto, and the inception of his brainchild, Blockstream. We explore the transformation of Hashcash from an anti-spam tool to a key aspect of cryptocurrency mining and discuss the future of Bitcoin and blockchain against the backdrop of emerging technologies like quantum computing. Adam also shares his insights on the vital role of sidechains, the potential of the Liquid Network, and his vision for securing digital freedom and privacy in an increasingly connected world. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
01:18:2224/04/2024
ABCD Roundup: The Halving is Here! What Does it Mean for Today, Tomorrow, and Beyond?

ABCD Roundup: The Halving is Here! What Does it Mean for Today, Tomorrow, and Beyond?

In this week's roundup, we are hours away from the Bitcoin having, and Mark and Xavier discuss whether “this time is different” relative to prior Bitcoin having events. They speak about the impact of reaching Bitcoin’s all-time high ahead of its halving cycle, inflation, global ETF approvals in the US and Hong Kong, geopolitical events and even Google search results all coinciding with one of the most anticipated halvings since Bitcoin’s inception. They also comment on the latest Microsoft AI generated videos and discuss the U.S. Commerce Department’s investment in Micron. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
51:1919/04/2024
04.18.2024 Count down to the Bitcoin Halving: An Update on the Digital Asset Ecosystem

04.18.2024 Count down to the Bitcoin Halving: An Update on the Digital Asset Ecosystem

In the latest version of Digital Currents, Mark, Xavier and Sachin take a closer look at how this weekend's bitcoin halving may affect the digital asset ecosystem. From the Miners to the Trad-Fi giants, HODLers and Traders, this halving has many wondering where the next four-year cycle will take us. Join the MCD team as they discuss topics such as how this event could influence other blockchains, the impact of the BTC ETFs, and the inscription layers budding on the bitcoin blockchain. Remember to Stay Current To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
01:11:3419/04/2024
Bitcoin's 2024 Halving, Economic Implications, and Market Dynamics

Bitcoin's 2024 Halving, Economic Implications, and Market Dynamics

Dive into Digital Currents’ ABCD roundup, covering the developments that are shaping the landscape of technology and innovation. In this episode we explore the strategic partnership between the US and Japan in AI research and Google's new Axion processor. Plus, our central themes of the episode are centered around Bitcoin's 2024 halving, the economic intricacies of lower miner rewards, supply-side changes, and shifts in market-dynamics. This week’s chart is the March US Report of the Consumer Price Index, CPI. Remember to Stay Current To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]  Top of Form
50:0112/04/2024
Ethereum's Evolution: Dan Heyman's Role in Shaping the Future of Finance

Ethereum's Evolution: Dan Heyman's Role in Shaping the Future of Finance

Digital Currents hosts, Mark and Xavier, connect with Dan Heyman, Chief Strategy Officer at Candy Digital and a veteran in the blockchain industry. Dan shares insights into his journey from co-founding PegaSys to his current roles at Candy Digital and Board Member of Enterprise Ethereum Alliance. With a rich background in developing enterprise-grade blockchain protocols and a deep understanding of Ethereum, Dan discusses the significance of NFTs, the transition to Ethereum 2.0, and the implications of recent Ethereum Improvement Proposals (EIPs) like proto-danksharding (EIP-4844) as part of the Dencun Upgrade. He also explores the potential of ETH scalability and addresses concerns regarding centralization risks. Listen to Dan’s vision for the future of blockchain technology. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
51:3805/04/2024
ABCDs Weekly RoundUp: Decoding Tech and Finance Trends

ABCDs Weekly RoundUp: Decoding Tech and Finance Trends

Join Mark and Xavier for this week’s ABCDs Roundup, as they delve into the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Data. Listen to the discussion of bitcoin and the potential impact of the halving, Microsoft and Adobe teaming up in AI, and BlackRock's collaboration with Securitize for real-world asset tokenization. Further, the “chip wars” continue as China moves to phase out foreign tech giants. Plus, do not miss the chart of the week: Is the U.S. IPO Market Coming Back to Life. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected].
39:3229/03/2024
Greening the Future with NFTs: Aaron Bumgarner & Outsyde's Conservation Revolution

Greening the Future with NFTs: Aaron Bumgarner & Outsyde's Conservation Revolution

In this episode, our hosts Mark and Xavier unravel the visionary journey of Aaron Bumgarner, a seasoned entrepreneur and Founder & CEO of Outsyde, a trailblazing venture integrating conservation with blockchain and digital assets. With a mission to redefine land preservation, Outsyde combines forest management and blockchain to seek to maximize environmental and financial value. Listen as Aaron discusses the pitfalls of traditional carbon credits and the need to leverage NFTs to protect vital ecosystems with valuable resources, while offering community engagement and investment opportunities. The episode concludes with Aaron tackling questions on ESG, fractionalization, and the intersection of conservation and blockchain. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
50:0922/03/2024
Your ABCD News Roundup, March 15th, 2024

Your ABCD News Roundup, March 15th, 2024

Welcome to ABCD News Roundup, your source for the latest in tech and innovation. Hosts Mark and Xavier cover a range of topics, starting with Bitcoin's resurgence and the chart of the week, The Surprising After-Hours Price action of BTC. The hosts also examine the groundbreaking AI Act passed by European lawmakers, setting new standards for AI regulation. They continue the conversation about the sovereign nation chip battle, highlighting the UK's participation in the European Union's Chips Joint Undertaking where they contributed to a $1.4 billion semiconductor research pool. Stay Current with us as we delve deeper into these topics and more on today's ABCD News Roundup To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected].
32:5415/03/2024
Your ABCD News Roundup, March 8, 2024

Your ABCD News Roundup, March 8, 2024

In this episode, Mark and Xavier discuss the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Big Data (ABCD). Listen as they explore the resurgence of Clippy, Microsoft's infamous animated paper clip assistant from the '90s, and Databricks opting for self-reporting. Additionally, the duo discusses the upcoming Dencun upgrade in the Ethereum ecosystem and Bitcoin approaching a new record high. Further, learn of the complexities of licensing AI chips tailored for China amid US-China trade restrictions. Last, they discuss the “chart of the week” rainbow chart, showing the historical effect of the halving cycles on BTC. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected].
37:5108/03/2024
Your ABCD News Roundup

Your ABCD News Roundup

In this episode, Mark and Xavier discuss the latest news topics in Artificial Intelligence (AI), Blockchain, Chips and Big Data (ABCD). Listen as they talk about Silicon Valley's AI and Robotics developments, Gemini’s good news, Bitcoin ETFs’ record assets, and India’s $15 billion investment in chips. They also respond to a question on how to take practical action on tech news and insights. And as a bonus feature, the “chart of the week” details  the rise of the Magnificent 7. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected].
01:04:5101/03/2024
Bitwise, Bitcoin Spot ETF, and Blockchain’s Evolution: A Conversation with Hunter Horsley

Bitwise, Bitcoin Spot ETF, and Blockchain’s Evolution: A Conversation with Hunter Horsley

n this podcast, Morgan Creek Digital’s General Partners, Mark Yusko and Xavier Segura, connect with Hunter Horsley, CEO of Bitwise Investments (Bitwise). The hosts discuss the fascinating diffusion of innovation and rate of adoption of blockchain technology, moving from early adopters to mass adoption. The conversation emphasizes the significance of Bitcoin and explores the parallels with gold's characteristics as a monetary asset. Further, Hunter shares the story of Bitwise, a cryptocurrency index fund provider that manages over $1.6 billion in assets. He highlights the intricacies of the recently approved Bitcoin Spot ETF, shedding light on the challenges faced, the SEC's evolving stance, and the unprecedented launch of 11 similar ETFs in a single day. Join us as we discuss the increasing integration of blockchain technology across diverse industries.   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
01:04:0914/02/2024
Why Big Data is Described as the New Oil

Why Big Data is Described as the New Oil

In this special episode, we share an audio copy of our “Why Big Data is Described as the New Oil” webinar presented by Morgan Creek Digital General Partners Xavier Segura and Sachin Jaitly. Data, much like oil, is a raw resource that must be extracted, refined, and utilized to reach its full potential. Similarly, artificial intelligence, analyses and insights are used in the refining process of structured and unstructured volumes of data. As oil drove the industrial revolution, we believe data drives the digital revolution.   Listen as they explore the dynamic world of data and analytics, emphasizing that the “next-gen internet (Web3) will seek to combine the power of Artificial Intelligence, Blockchain Technology, and the associated Computing Infrastructure to unlock value from Big Data”. In addition, they discuss the challenges in managing big data, stressing data quality and compliance with privacy regulations.   To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
54:0212/01/2024
Digital Insights 2023: A Year-End Odyssey

Digital Insights 2023: A Year-End Odyssey

Embark on an illuminating year-end odyssey with "Digital Insights 2023," an episode unraveling the technological tapestry that defined the year. Explore the multifaceted dimensions of the ever-evolving digital landscape. Join our hosts, Xavier Segura and Mark Yusko, as they reflect on the success of NVIDIA, unexpected journeys of tech stocks, and the profound impact of AI in 2023. From the ChatGPT phenomenon to Microsoft's ambitious endeavors, they seek to separate hype from reality and gain valuable insights from the intricate dance between technology and society. The hosts also dissect the accumulation patterns in the crypto market, discuss the correlation puzzle between crypto markets and the macro environment, and explore responses to banking failures and the unexpected shifts in international interest rates. Xavier and Mark further discuss potential recalibration opportunities in 2024, characterized by innovation seedlings and a shift towards execution in the tech industry. Stay current, stay informed, and sail into the horizon of 2024 with insights and predictions from our hosts. Happy holidays from Digital Currents! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]  
35:5622/12/2023
Computing and the Path to Web 3: Navigating the Semiconductor (R)evolution

Computing and the Path to Web 3: Navigating the Semiconductor (R)evolution

In this podcast episode, Mark Yusko, Sachin Jaitly, and Xavier Segura explore the pivotal role of computing infrastructure, particularly chips, in today's digital age. They shed light on the dynamic intersection of computing power, software innovation, and the ever-evolving landscape of chip design and production, recognizing the evolution of semiconductors from the early days of single transistors to the current designs with billions of transistors. The hosts also discuss critical players in the global supply chain of semiconductors, like Taiwan, South Korea, Japan, China, and the United States, and their respective roles in the value chain. They further emphasize steps governments are taking to diversify the ecosystem through subsidies for new manufacturing facilities. Moreover, learn why Morgan Creek Digital anticipates a surge in specialized and advanced chips to support emerging technologies like AI, Blockchain, and data analytics, recognizing this shift as a critical component in shaping the next iteration of the internet, often referred to as "web three". This episode provides valuable insights into semiconductors, addressing their fundamental role in driving technological advancements and the global economy. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a member of our team or sign up for other content, please email [email protected]
49:3118/10/2023